Seth Klarman on the Art of Complex Deep Value Investing
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       Value Investing Forum Forum Index -> Value Investing
vik589 Thu Sep 28, 2006 9:29 am    

Seth Klarman on the Art of Complex Deep Value Investing 
Good article

http://www.gurufocus.com/news.php?id=2867
blast_investor Thu Sep 28, 2006 10:20 am    

 
Excellent talk by Seth Klarman

LOOK FOR MISPRICING

FOCUS ON THE RISK BEFORE FOCUSING ON THE RETURN

RISK = (AMOUNT OF LOSS) X (PROBABILITY OF LOSING)

THINKING ABOUT “AUTHENTIC” VALUE INVESTING

THREE WAYS TO INVESTMENT PROFITS

SEARCH STRATEGY
vik589 Thu Sep 28, 2006 10:38 am    

 
Seth Klarman is holding WLT as well and its about 5% of his portfolio.
 
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